The Income Watch
Tune in to this 6-minute video where Dave explains the Retirement Income Source® SFG rebranding, discusses market movement in April, and gives historical context for current volatility.
Tune in to this 6-minute video, where Dave gives a detailed summary of the markets and the performance of the portfolios (including Bonds, Preferreds, BDCs, REITs, and ETFs) in April.
Tune in to this 13-minute video, where Dave explains why now is a good time for clients to make changes, explains how the current political climate is affecting the markets, and reiterates the importance of an income-first message.